Quote:
Originally Posted by RedFoxRick
I've made three moves in the United States and have kept the same RBC advisor. It is easy to stay with same advisor and work together via telephone and Zoom.
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I also kept our same adviser in Wisconsin for the 6 years we been here full time.
If we make a trip up there, we also make sure we set a meeting then.
If you check with advisors up north, we'll find many of their clients retire in Florida,
and stay with the northern advisor and keep in contact by phone.
RMD money is transferred into our bank account every year.
BTW, our advisor recommended adding the "lady bird" statement to our will.